Berkshire Hathaway shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 5.0k | 420.52 |
| 2024-06-30 | $2.1M | 5.0k | 406.80 |
| 2024-03-31 | $2.1M | 5.0k | 420.52 |
| 2023-12-31 | $1.9M | 5.3k | 356.66 |
| 2023-09-30 | $1.8M | 5.1k | 350.30 |
| 2023-06-30 | $1.7M | 5.0k | 341.00 |
| 2023-03-31 | $2.0M | 6.4k | 308.90 |
| 2022-12-31 | $2.0M | 6.4k | 308.90 |
| 2022-09-30 | $1.7M | 6.4k | 266.95 |
| 2022-06-30 | $1.7M | 6.4k | 273.04 |
| 2022-03-31 | $2.3M | 6.4k | 352.97 |
| 2021-12-31 | $1.9M | 6.5k | 298.99 |
| 2021-09-30 | $1.8M | 6.5k | 272.88 |
| 2021-06-30 | $1.8M | 6.5k | 277.99 |
| 2021-03-31 | $1.6M | 6.5k | 255.38 |
| 2020-12-31 | $1.5M | 6.5k | 231.84 |
More positions owned by Monticello Wealth Management
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